Documents + StackGo

Documents at the intake and monitor step of a compliance workflow.

Documents publishes 2 trigger events and 4 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Document management Tool in workflow Not connected yet
What Documents is

The otris solution platform (Documents) is an ECM platform for managing documents and business processes.

Description supplied by Documents.

Where it sits

Documents at the intake and monitor step

What StackGo can write into Documents

By default, the outcome, the status and a link to the result. These are the fields StackGo can write on the systems it connects to today; a Documents connector would offer the same.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.

How it lands in Documents
  • Update File

Documents's own write operations. The result goes onto the record you already work in.

Everything else Documents publishes

Documents’s public integration surface

The rest of what Documents exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

2 events
  • File Event
  • Generic Event
3 more actions
  • New Attachment.
  • New File
  • Execute PortalScript

Names are Documents’s own, read from its public Zapier listing on 23 October 2026.

Questions

Common questions about Documents

What is a document integrator?

There is no StackGo connector for Documents yet. Documents publishes 2 trigger events and 4 actions through Zapier, so building one is realistic. Requests decide the build order.

How would a check result show up in Documents?

Through Documents’s own write operations: “Update File”. You choose which fields are written, and you can also run it one-way, with nothing written back to Documents at all.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Want Documents connected?

Requests decide the build order. Tell us and we will tell you where it sits.

Request this integration

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.

Cookie settings

Choose which optional cookies we can use. You can change this at any time from Cookie settings at the bottom of every page.